Walker Asset Management, LLC
Annual return '25
+3.5%
SPY '25
+17.7%
Alpha
-14.2ptsvs SPY
Invested
$184.9M
Holdings
144
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$JKHY
HENRY JACK & ASSOC INC
Q1 2026: Exited (was 227.9k shares)
20.0%
02
$WMT
WALMART INC
Q1 2026: Exited (was 130.6k shares)
8.8%
03
$ORLY
OREILLY AUTOMOTIVE INC
Q1 2026: Exited (was 147.1k shares)
7.3%
04
$NVDA
NVIDIA CORPORATION
Q1 2026: Exited (was 33.7k shares)
3.2%
05
$AAPL
APPLE INC
Q1 2026: Exited (was 23.0k shares)
2.8%
06
$TMFC
RBB FD INC
Q1 2026: Exited (was 78.1k shares)
2.8%
07
$MSFT
MICROSOFT CORP
Q1 2026: Exited (was 12.0k shares)
2.4%
08
$TSLA
TESLA INC
Q1 2026: Exited (was 11.2k shares)
2.3%
09
$RSPT
INVESCO EXCHANGE TRADED FD T
Q1 2026: Exited (was 83.0k shares)
2.1%
10
$XOM
EXXON MOBIL CORP
Q1 2026: Exited (was 15.8k shares)
1.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 14:50 UTC.